Gale and Phillipson

Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients. Dating back to 1905, Gale and Phillipson has a strong history and enviable reputation for providing innovative, professional and secure financial planning and wealth management solutions. Our services include comprehensive and focused financial planning, a whole-of-market discretionary cash management service, a discretionary multi-asset investment management service and advisory investment management, which are designed to meet both simple and complex client needs. Our team includes experts from investment management, high net worth banking, actuarial, legal and financial planning backgrounds. Our financial planning and investment management services can help to reduce your risk, increase your return, reduce your costs, reduce your tax and save on your administration. Our services are innovative, competitive, and robust. Our clients value them, and the press recognises that they are market-leading. We serve clients throughout the UK.